Upshot Foundation Inc
Upshot Foundation Inc is a private foundation, based in Orlando, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23K in total assets. In 2024, it awarded 4 grants totaling $27K.
Key facts about Upshot Foundation Inc
In short: Upshot Foundation Inc gave $27K across 4 grants in 2024 (avg $7K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- EIN
- 84-2619549
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $27,000
- Grants made (2024)
- 4
- Average grant
- $6,750
- Median grant
- $5,000
- Total assets
- $22,811
- Primary geography
- Florida (74% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$23K
-7.8% YoY
Annual Giving
$27K
+1.9% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$7K
+27.4% YoY
Under IRS private-foundation payout rules, Upshot Foundation Inc reported a distributable amount of $448 for 2024 — the minimum it must pay out in qualifying distributions.
How Upshot Foundation Inc gives
- Giving fell 59% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $27K (2023) to $65K (2021). In 2024 it made 4 grants totaling $27K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Orlando Ballet Inc ($15K). Together the top 4 received $27K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 18 grants of 19 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Orlando Ballet Inc Orlando, FL | Support for Fine Arts | $15,000 |
| Special Olympics Florida Inc Washington, DC | Contribute equipment, attire and health supplies that can help transform an athlete's life | $5,000 |
| United Arts of Central Florida Inc Orlando, FL | Support for Fine Arts | $5,000 |
| Prea Foundation Inc Hartford, CT | Support for Real Estate Advancement | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,811 | $24,740 | $38,501 |
| Revenue | $31,307 | $10,000 | $35,000 |
| Expenses | $28,236 | $27,736 | $54,336 |
| Qualifying Distributions | $27,000 | $26,500 | $53,000 |
| Distributable Amount | $448 | $1,309 | $2,026 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Upshot Foundation Inc is led by Jennifer Socarras, President since 2021 (on filings since 2020); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jennifer Socarras
President
CEO → President, 2021
On filings since 2020
0.3 hrs/week
No compensation reported
Juan Carlos Gomez
Secretary
On filings since 2020
No compensation reported
Raul Socarras
Treasurer
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Upshot Foundation Inc
How much does Upshot Foundation Inc give each year?
Upshot Foundation Inc gave $27K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $27K across 5 grants.
What is Upshot Foundation Inc's typical grant size?
Upshot Foundation Inc's median grant in 2024 was $5,000, and its average grant was $6,750, across 4 grants on its 2024 IRS Form 990-PF.
Where does Upshot Foundation Inc give grants?
Upshot Foundation Inc gives mostly in Florida: 74% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (19%) and Connecticut (7%). The most frequent recipient cities were Orlando, FL (2 grants).
Does Upshot Foundation Inc give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on Upshot Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support.
How large is Upshot Foundation Inc?
Upshot Foundation Inc reported $23K in total assets on its 2024 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $448 (roughly 5% of its investment assets).
What is Upshot Foundation Inc's EIN?
Upshot Foundation Inc's EIN (Employer Identification Number) is 84-2619549. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Upshot Foundation Inc by hand.
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